Dazos CRM + Gravity Forms

Create new leads in Dazos CRM from new form submissions in Gravity Forms

Easily transform every form submission on Gravity Forms into new leads on Dazos CRM. This workflow streamlines the process, ensuring that the information collected from the forms is accurately and instantly translated into leads. It provides a hands-free, efficient way to accelerate your lead generation process, freeing up valuable time for other significant tasks.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead
ActionWrite

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Supported triggers and actions

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
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- FormRequired
Action
Write
New Lead Created
Triggers when a new Lead is created.
Trigger
Polling
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Polling
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Polling
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Polling
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Create Account
Creates an Account
Action
Write

Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write

- FormRequired
Action
Write
Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Referral Source
Triggers when a new Referral Source is created.
Trigger
Polling
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Polling
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Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Polling
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Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write
Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

Dazos CRM + Gravity Forms

Create new leads in Dazos CRM from new form submissions in Gravity Forms

Supported triggers and actions

Form Submission

Submit Form

New Lead Created

New Outbound Referral

Opportunity Admitted

Opportunity Updated

Create Account

Create Opportunity

Create VOB

Find Lead

Find Referral Source

Create Entry

Lead Converted to Opportunity

New Opportunity

New Referral Source

Opportunity Discharged

Outbound Referral Updated

Create Lead

Create Referral Source

Find Account

Find Opportunity

Recieve Input Only

About Dazos CRM

Related categories

Similar apps

Zapier Interfaces

About Gravity Forms

Related categories

Similar apps

Formdesk

Zoho Creator

Formidable Forms